RPWA
MRK icon

Regent Peak Wealth Advisors’s Merck MRK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938K Buy
7,297
+108
+2% +$12.6K 0.17% 61
2026
Q1 		$865K Buy
7,189
+232
+3% +$26.8K 0.18% 63
2025
Q4 		$732K Buy
6,957
+600
+9% +$56.3K 0.14% 59
2025
Q3 		$534K Buy
+6,357
New +$524K 0.11% 86
2025
Q1 		$690K Sell
7,689
-2,012
-21% -$188K 0.16% 61
2024
Q4 		$965K Sell
9,701
-14,492
-60% -$1.49M 0.22% 48
2024
Q3 		$2.75M Sell
24,193
-3,462
-13% -$411K 0.63% 28
2024
Q2 		$3.42M Sell
27,655
-558
-2% -$71.9K 0.78% 26
2024
Q1 		$3.72M Sell
28,213
-896
-3% -$110K 0.95% 24
2023
Q4 		$3.17M Buy
29,109
+3,514
+14% +$365K 0.86% 26
2023
Q3 		$2.63M Buy
25,595
+1,113
+5% +$120K 0.81% 27
2023
Q2 		$2.82M Buy
24,482
+14,183
+138% +$1.61M 0.82% 26
2023
Q1 		$1.1M Buy
10,299
+159
+2% +$17.2K 0.34% 51
2022
Q4 		$1.13M Sell
10,140
-624
-6% -$63.8K 0.37% 52
2022
Q3 		$927K Sell
10,764
-18,910
-64% -$1.69M 0.33% 56
2022
Q2 		$2.71M Sell
29,674
-482
-2% -$42.7K 0.88% 24
2022
Q1 		$2.47M Buy
30,156
+2,207
+8% +$174K 0.71% 30
2021
Q4 		$2.14M Sell
27,949
-4,719
-14% -$376K 0.58% 36
2021
Q3 		$2.45M Sell
32,668
-488
-1% -$37.1K 0.7% 28
2021
Q2 		$2.55M Buy
33,156
+1,720
+5% +$128K 0.71% 27
2021
Q1 		$2.31M Buy
31,436
+4,242
+16% +$313K 0.76% 27
2020
Q4 		$2.12M Buy
27,194
+726
+3% +$55.5K 0.71% 25
2020
Q3 		$2.1M Buy
26,468
+1,364
+5% +$107K 0.89% 23
2020
Q2 		$1.85M Buy
25,104
+4,066
+19% +$306K 0.84% 24
2020
Q1 		$1.54M Buy
21,038
+2,547
+14% +$200K 0.86% 22
2019
Q4 		$1.6M Buy
+18,491
New +$1.52M 0.73% 26

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Regent Peak Wealth Advisors's MRK Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Merck (MRK) stake by 1.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 7,297 shares worth $938K. The position accounts for 0.17% of the portfolio, ranked #61.

Regent Peak Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.72M in Q1 2024. 810 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Regent Peak Wealth Advisors held 7,297 shares of Merck worth $938K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 108 Merck shares in Q2 2026, an estimated $12.6K.
  • Merck made up 0.17% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Regent Peak Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Merck position peaked at $3.72M in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.